Malibu Boats, Inc.
MBUU- Exchange
- Nasdaq
- Industry
- Ship & Boat Building & Repairing
- SEC CIK
- 0001590976
No open-market purchases or sales by Malibu Boats, Inc. insiders were filed in the last 90 days; 141 institutions reported holding it in 13F filings for Q2 2026, worth $494.0M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Malibu Boats, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 186
- +3 vs. Q4 2022
- Shares held
- 18.9M
- +133.7K (+0.7%) vs. Q4 2022
- Total value
- $1.07B
- +$68.1M (+6.8%) vs. Q4 2022
- New holders
- 18
- 76 more added
- Sold out
- 15
- 58 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MBUU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 141 | $494.0M |
| Q1 2026 | 135 | $499.3M |
| Q4 2025 | 143 | $550.3M |
| Q3 2025 | 153 | $659.6M |
| Q2 2025 | 148 | $637.5M |
| Q1 2025 | 138 | $615.7M |
| Q4 2024 | 151 | $741.6M |
| Q3 2024 | 169 | $756.3M |
| Q2 2024 | 167 | $669.5M |
| Q1 2024 | 184 | $827.9M |
| Q4 2023 | 180 | $1.04B |
| Q3 2023 | 180 | $930.1M |
| Q2 2023 | 191 | $1.11B |
| Q1 2023 | 186 | $1.07B |
| Q4 2022 | 183 | $1.00B |
| Q3 2022 | 186 | $919.2M |
| Q2 2022 | 194 | $1.02B |
| Q1 2022 | 191 | $1.12B |
| Q4 2021 | 198 | $1.33B |
| Q3 2021 | 204 | $1.36B |
| Q2 2021 | 187 | $1.46B |
| Q1 2021 | 192 | $1.64B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Malibu Boats, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Global Retirement Partners, LLC | 6 | $343 | 0.00% | +6 | New |
| Syverson Strege & Co | 7 | $395 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $847 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $1.00K | 0.00% | −700−97.8% | Reduced |
| Lindbrook Capital, LLC | 28 | $1.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $1.75K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 87 | $4.00K | 0.00% | +87 | New |
| Carolina Wealth Advisors, LLC | 77 | $4.35K | 0.00% | +17+28.3% | Added |
| TD Waterhouse Canada Inc. | 61 | $4.64K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 86 | $4.85K | 0.00% | +50+138.9% | Added |
| Whittier Trust Co | 96 | $5.42K | 0.00% | −97−50.3% | Reduced |
| First Horizon Advisors, Inc. | 133 | $7.51K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 194 | $11.0K | 0.00% | −300−60.7% | Reduced |
| Fifth Third Bancorp | 195 | $11.0K | 0.00% | +195 | New |
| Steward Partners Investment Advisory, LLC | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 207 | $11.7K | 0.00% | −133−39.1% | Reduced |
| National Bank of Canada | 219 | $12.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 264 | $14.9K | 0.00% | +153+137.8% | Added |
| Public Employees Retirement System of Ohio | 257 | $15.0K | 0.00% | +23+9.8% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $19.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 524 | $29.6K | 0.00% | −160−23.4% | Reduced |
| Huntington National Bank | 545 | $30.8K | 0.00% | +7+1.3% | Added |
| FMR LLC | 699 | $39.5K | 0.00% | −82−10.5% | Reduced |
| Aquatic Capital Management LLC | 700 | $40.0K | 0.00% | −4,000−85.1% | Reduced |
| Benjamin Edwards Inc | 767 | $43.0K | 0.01% | +454+145.0% | Added |
| Global Trust Asset Management, LLC | 957 | $54.0K | 0.03% | +9+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,025 | $58.0K | 0.00% | +667+186.3% | Added |
| Harbor Investment Advisory, LLC | 1,050 | $59.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,146 | $64.7K | 0.00% | −116−9.2% | Reduced |
| BloombergSen Inc. | 1,375 | $77.6K | 0.01% | +125+10.0% | Added |
| Ameritas Investment Partners, Inc. | 1,589 | $89.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,790 | $101.0K | 0.00% | +1,143+176.7% | Added |
| New York State Teachers Retirement System | 1,800 | $102.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,055 | $116.0K | 0.04% | −112−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,838 | $160.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,854 | $161.0K | 0.00% | −428−13.0% | Reduced |
| River & Mercantile Asset Management LLP | 3,070 | $173.0K | 0.04% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 3,260 | $184.0K | 0.14% | +31+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 3,664 | $206.8K | 0.86% | −2,115−36.6% | Reduced |
| MML Investors Services, LLC | 3,675 | $207.0K | 0.00% | +3,675 | New |
| Dark Forest Capital Management LP | 3,769 | $212.8K | 0.05% | +3,125+485.2% | Added |
| LPL Financial LLC | 3,815 | $215.4K | 0.00% | +3,815 | New |
| Intrust Bank NA | 3,836 | $216.5K | 0.03% | +3,836 | New |
| Howe & Rusling Inc | 3,843 | $216.9K | 0.03% | +3,843 | New |
| SkyOak Wealth, LLC | 4,002 | $225.9K | 0.07% | +4,002 | New |
| Versor Investments LP | 4,131 | $233.2K | 0.03% | −25−0.6% | Reduced |
| Cim, LLC | 4,259 | $240.4K | 0.05% | −162−3.7% | Reduced |
| HighTower Advisors, LLC | 4,410 | $247.0K | 0.00% | +354+8.7% | Added |
| Principal Financial Group Inc | 4,619 | $260.7K | 0.00% | −806−14.9% | Reduced |
| ExodusPoint Capital Management, LP | 4,641 | $262.0K | 0.00% | +4,641 | New |
| Cantor Fitzgerald, L. P. | 4,735 | $267.3K | 0.01% | −133−2.7% | Reduced |
| Quantbot Technologies LP | 4,775 | $269.5K | 0.02% | +1,521+46.7% | Added |
| Handelsbanken Fonder AB | 4,900 | $277.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 5,056 | $285.6K | 0.00% | +100+2.0% | Added |
| Advisor Group Holdings, Inc. | 5,369 | $303.0K | 0.00% | +516+10.6% | Added |
| Henshaw Capital LLC | 5,448 | $307.5K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,499 | $310.4K | 0.00% | −331−5.7% | Reduced |
| Great West Life Assurance Co | 5,540 | $313.0K | 0.00% | +595+12.0% | Added |
| State Board of Administration of Florida Retirement System | 5,873 | $331.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,895 | $332.8K | 0.00% | +110+1.9% | Added |
| Engineers Gate Manager LP | 6,184 | $349.1K | 0.01% | +6,184 | New |
| Petrus Trust Company, LTA | 6,506 | $367.3K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,665 | $376.0K | 0.02% | −997−13.0% | Reduced |
| STRS Ohio | 6,700 | $378.0K | 0.00% | +6,700 | New |
| Exchange Traded Concepts, LLC | 6,733 | $380.1K | 0.01% | −470−6.5% | Reduced |
| Pitcairn Co | 6,738 | $380.4K | 0.03% | −6−0.1% | Reduced |
| Janney Montgomery Scott LLC | 6,971 | $394.0K | 0.00% | +6,971 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,300 | $412.1K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,386 | $417.0K | 0.03% | −48−0.6% | Reduced |
| CSS LLC | 7,500 | $423.4K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,005 | $451.9K | 0.00% | −89−1.1% | Reduced |
| Price T Rowe Associates Inc | 8,148 | $460.0K | 0.00% | −6,252−43.4% | Reduced |
| Citadel Advisors LLC | 8,162 | $460.7K | 0.00% | +8,162 | New |
| Summit Global Investments | 8,200 | $463.0K | 0.04% | +8,200 | New |
| New York Life Investment Management LLC | 8,692 | $490.7K | 0.01% | −1,087−11.1% | Reduced |
| Seizert Capital Partners, LLC | 8,929 | $504.0K | 0.03% | −2,103−19.1% | Reduced |
| Hunter Associates Investment Management LLC | 8,779 | $506.0K | 0.11% | +3,978+82.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,081 | $512.6K | 0.00% | +9,081 | New |
| Jane Street Group, LLC | 9,493 | $535.9K | 0.00% | +441+4.9% | Added |
| Gotham Asset Management, LLC | 9,665 | $545.6K | 0.01% | −6,899−41.7% | Reduced |
| American International Group, Inc. | 9,823 | $554.5K | 0.00% | +196+2.0% | Added |
| Stifel Financial Corp | 9,988 | $563.8K | 0.00% | +237+2.4% | Added |
| Legal & General Group Plc | 10,191 | $575.3K | 0.00% | +487+5.0% | Added |
| Tudor Investment Corp Et Al | 10,636 | $600.0K | 0.01% | −22,630−68.0% | Reduced |
| MetLife Investment Management | 10,742 | $606.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 11,206 | $633.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,411 | $644.2K | 0.00% | +1,169+11.4% | Added |
| Affinity Investment Advisors, LLC | 11,485 | $648.3K | 0.35% | +63+0.6% | Added |
| Janus Henderson Group PLC | 11,950 | $674.4K | 0.00% | +3,497+41.4% | Added |
| SG Americas Securities, LLC | 12,068 | $681.0K | 0.01% | +9,307+337.1% | Added |
| First Hawaiian Bank | 12,453 | $703.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 13,754 | $776.4K | 0.00% | +29+0.2% | Added |
| Raymond James & Associates | 14,091 | $795.4K | 0.00% | +1,523+12.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,500 | $817.9K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,606 | $937.4K | 0.00% | −28−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,668 | $940.9K | 0.18% | +4,458+36.5% | Added |
| CM Wealth Advisors LLC | 17,242 | $942.0K | 0.18% | +17,242 | New |